Jonathan White is a CFP® with 15 years of experience in the financial services industry. He is currently with White Hawk Wealth Management and previously worked at Western Wealth Management, LLC, LPL Financial, and Edward Jones. White Hawk Wealth Management advises individuals, businesses, and families, providing integrated wealth management that combines investment management with financial planning. The firm constructs portfolios tailored to client objectives using a variety of analytical approaches and investment vehicles.

Caleb Rillos is a Series 65-credentialed advisor at Full Financial Inc. with no prior industry experience. His background includes service in the United States Space Force and participation as a University of Florida football player. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages roughly $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews aligned to clients’ risk tolerance and time horizons.

Joshua Rillos is a financial advisor at Full Financial Inc. in Golden, CO, holding a Series 65 credential. He has been with Full Financial since 2025 and has no prior industry experience before joining the firm. Full Financial Inc. provides discretionary investment management and comprehensive financial planning to individuals, trusts, small businesses, retirement plans, and foundations. The firm manages approximately $290 million in assets, emphasizing diversified portfolios with low turnover and regular reviews to align with clients’ risk tolerance and goals.

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Keith Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premier Wealth Solutions since 2011. The firm serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. Premier Wealth Solutions manages approximately $14.1 million for a small client base, focusing on tailored investment strategies primarily based on fundamental analysis and a buy-and-hold approach while allowing for shorter-term trading when appropriate.

Anthony Mceahern is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Gilpin Wealth Management LLC since 2020 and previously held positions at Cresset Asset Management, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. In addition to his advisory role, he owns and operates Taxwise Connection LLC, a seasonal tax preparation business, and is a licensed attorney who actively practices law and may refer legal work to clients. Gilpin Wealth Management serves individuals, retirement plans, charities, and businesses, managing approximately $197 million across 170 client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, using customized portfolios based on asset allocation, tactical adjustments, and both fundamental and technical analysis.

Peter Pittman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Aspen Leaf Wealth Management, PBC since 2020 and previously held roles at Tedstrom Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Aspen Leaf Wealth Management, PBC is a fee-only firm serving individuals, families, trusts, and small-business retirement plans. The firm emphasizes strategic, asset-allocation-driven portfolios with ESG screening and manages approximately $75.5 million across a two-advisor team.

Robert Persichitte is a CFP® professional with five years of experience in financial advising, currently serving as the sole advisor at Delagify Financial. His prior roles include work at Metropolitan State University of Denver and the City and County of Denver. Delagify Financial provides comprehensive financial planning, investment analysis, and consulting services to individuals, trusts, estates, and business entities. The firm emphasizes a planning-first approach with one-time planning products, assessments, and consultations, and is noted for its affiliation with accounting services and educational seminars.

Craig Rottman is a financial advisor at Financial Strategies Group with 22 years of industry experience. He holds a Series 66 designation and has worked with firms including Aurora Securities Inc. and Secure Asset Management. Outside of finance, he serves on the RCSC Certification Committee, overseeing seminary candidates seeking ordination in the RCA. Financial Strategies Group advises individuals, high-net-worth clients, and retirement plans, providing portfolio management and financial planning services. The firm employs firm-developed model portfolios based on Modern Portfolio Theory, primarily investing in mutual funds and ETFs.

Kevin Malloy is a financial advisor at Focus Point Capital LLC with a Series 65 designation and one year of industry experience. He has been associated with Focus Point Capital and FPF Wealth LLC since 2026 and has been involved with End5 Insights LLC since 2013. Focus Point Capital primarily serves other investment advisers, managed-account program sponsors, financial institutions, family offices, and institutional clients, functioning mainly as a subadviser or third-party portfolio manager. The firm offers discretionary management and non-discretionary model portfolios through strategies that emphasize standardized approaches using ETFs and proprietary risk frameworks.

Peter Huffman is a financial advisor at P.A. Schopen & Associates, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services and Evergreen Investing prior to joining his current firm. P.A. Schopen & Associates provides portfolio management and advisory services primarily to individual and high-net-worth clients, using a combination of discretionary and non-discretionary management tailored to client objectives. The firm employs a hybrid investment approach that integrates actively managed mutual funds and passive ETFs, and it manages client assets in-house while utilizing a broad range of products and strategies, including structured notes and cryptocurrency exposure.

Ty Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has been with Peak Financial Management, Inc. since 2020 and previously worked at Modern Wingman LLC and Colorado Christian University. Peak Financial Management provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm manages approximately $109 million in assets and integrates consulting, coaching, and investment management through its “Start to Finish Planning Program,” employing a fundamental analysis and asset-allocation approach based on Modern Portfolio Theory.

Dede Smolen is a CFP® professional with 17 years of industry experience, currently with Innovative Financial, LLC, where she has worked since 2003. She is based in Lakewood, CO. Innovative Financial provides integrated wealth management services to individual and institutional clients, combining ongoing financial planning with discretionary portfolio management. Their investment approach is based on Modern Portfolio Theory and the Fama–French multi-factor framework, utilizing primarily no-load mutual funds and ETFs to build globally diversified portfolios.

Carlie Campuzano is a financial advisor at Millennial Wealth Management, LLC in Broomfield, CO, holding a Series 65 designation. She has been with Millennial Wealth Management since 2026 and has prior experience working for the City of Aurora and Kimley-Horn & Associates. Millennial Wealth Management provides portfolio management and financial planning services to individual clients and employer retirement plans, favoring a passive, low-cost investment approach using diversified portfolios of index funds and ETFs alongside selected outside managers. The firm operates with a small team and employs multiple institutional platforms to centralize portfolio implementation and held-away account management.

Carol Johnson is a CFP® professional with nine years of experience in financial advising. She has worked at Prudent Man Investment Management since 2018, following prior roles at Atlantic Trust and Retirement Planning Specialist. Johnson holds Series 63 and Series 65 licenses. Prudent Man Investment Management provides asset and portfolio management services to individuals, family trusts, estates, and employer-sponsored retirement plans. The firm employs a disciplined, long-term, index-based investment approach focused on low-cost institutional funds and emphasizes after-tax returns.

Skyler Gillespie is a financial advisor with CayDen Wealth Management holding a CFP® designation and Series 65 license. Gillespie has been with the firm since 2026 and has prior experience at several related firms, including CayDen Financial Inc. Outside of financial advising, Gillespie has been involved with bookkeeping and tax-related services. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm integrates accounting and tax preparation services through an affiliated business and emphasizes passive portfolio construction using index funds and ETFs tailored to client risk profiles.

Shane Dennehy is a CFP® and ChFC® with 12 years of industry experience. He currently works at CayDen Wealth Management and has held roles at Daniel Alexander Capital Inc and Charles Schwab. Outside of his advisory role, he co-owns a consulting business, CayDen Consulting. CayDen Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes fundamental analysis and passive portfolio construction using index mutual funds and ETFs, and provides integrated tax and bookkeeping services through an affiliated accounting business.

Dominick Paoloni is a financial advisor at Integrity Prosperity Security (IPS) Strategic Capital with 27 years of industry experience. He holds a Series 63 designation and has been associated with Mutual Fund Protection Service since 1993. IPS Strategic Capital provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes options-based, risk-managed strategies and manages client accounts on a discretionary basis, operating an affiliated mutual fund alongside separate client accounts.

Lisa Mclaughlin is a financial advisor at Premier Wealth Solutions, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Aegis Financial for nine years. Premier Wealth Solutions serves individuals, including high-net-worth clients, and businesses by providing financial planning, asset management, retirement plan consulting, and risk management services. The firm emphasizes fundamental analysis and a primarily buy-and-hold investment approach, tailoring recommendations to each client’s goals.

Michael Buster is a Series 65-licensed advisor at Proper Money Management LLC with one year of industry experience. He has prior experience in insurance sales and support, including roles at Medicare Mentors, B Good Insurance, and Bankers Life Insurance. Outside of his advisory role, he remains active in Medicare plan sales and implementation through Medicare Mentors. Proper Money Management LLC provides investment advisory and financial planning services to individuals and businesses, offering discretionary portfolio management, retirement-plan advisory, and comprehensive financial planning. The firm focuses on customized, long-term portfolios using low-cost mutual funds and ETFs, and maintains ongoing client contact with a combination of fundamental and technical analysis.